It is always a good idea to see how your clients are going after you implement a brand new system for them. Just over a month ago, a Dynamics CRM 2016 based solution we implemented went live and this week we paid a visit to see how they are going. It was great to see the CRM users are getting quite comfortable with using the system and have started exploring all the cool features. It’s important to note that these users have never used Dynamics CRM before and have done no training other than getting involved during the Build, Test, and UAT and the handover sessions at the end of the project.
This observation highlights two things.
- While the users are not technical professionals, they are tech savvy
- Dynamics CRM’s (now 365) user interface is intuitive and easy to use
Saying that, they did mention couple of things which were bugging them and also I noticed something strange they were doing.
Performance on page refresh
As part of the business process flow, we implemented background processes which perform certain tasks. To view the updated information, users regularly refresh the page by clicking the refresh button on the browser and it takes several seconds for the page to reload.
Dynamics 365 team has worked hard on improving the page load time. Turbo forms is one of the examples where they redesigned the form load mechanism. Another recent enhancement is the “Recently Viewed Items” feature. The page loads in ~1/10th of the time it takes to reload, if you use this feature. Instead of clicking the refresh button on the browser, click the “Recently Viewed Items” button (the clock icon) on the navigation bar and select the first item (which is the last record accessed). You can also pin frequently used items to the navigation bar.
Navigating the Navigation Bar
I was watching one of the users and I noticed, to get to the tiles which are not visible, he was zooming in, click on the tile, and zooming out again.
If you are using a Desktop PC, scroll mouse is your friend when using Dynamics 365. On the navigation bar, there are two sections.
- App section (i.e. Sales, Service, and Marketing etc.) which has large tiles
- Entity section (i.e. Contacts, Accounts, and Leads etc.)
You can hover over each section and scroll down to navigate to the right and scroll up to navigate to the left. This is a much faster and an easier way to navigate.
The Error Notification Popup
If there’s a script error on the page, by default, Dynamics 365 will show a popup message requesting permission to send error details to Microsoft. While it is nice to send the error details to Microsoft, so that they can fix any issues, sometimes you may not want to share any information with Microsoft.
Microsoft has provided the option to opt out of this and remove the script error notification popup altogether.
Click on the Settings button on the top right hand corner (gear icon) and click Options.
On the Privacy tab, select the “Never send an error report to Microsoft about Microsoft Dynamics 365” and click OK.
The Dynamics 365 users were happy with the system we built as it’s intuitive to use, automated, could access centralised data easily, and because system helps the user to follow business processes. Once you learn some of the tips and tricks, it makes the user’s life much easier and working with Dynamics 365 much more efficient. All Dynamics users gets free access to wealth of training Videos via CustomerSource and it’s a good idea to give them access to this portal, for them to learn at their own pace.
CustomerSource Portal – https://mbs.microsoft.com/customersource/Global/home
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Until next time…